See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,669 | $106,584-62.8% | $101,326-60.9% | $142,382-72.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 3.37% | 36.93%-33.6pp | 36.82%-33.4pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,622 | $3,956-33.7% | $3,665-28.5% | $4,299-39.0% |
| Participant deferral / active EE | $2,622 | $8,297-68.4% | $7,994-67.2% | $6,507-59.7% |
| Admin fee / account holder | $89 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |